Stay Ahead of the Curve
Electronic Signatures - Maximizing your business reach
Print, E-Sign, and E-Send your document packages to customers, lenders, or other business entities
- 1000+ forms included plus ANY your business needs
- Easy to Manage electronic contracts via Dashboard
- Legal Forms, Contracts, and Risk Management documents
- Electronic signatures, E-document receipt/delivery, and Printing
- Enables Dealership to choose a single foundation for business operations and processes across many locations
- Send documents for signature to Buyers and Co-Buyers
- Print, E-sign, or E-Deliver your document packages with ease. Maintain customer documents and stipulations with security.
Dealer Management Feature Breakdown
One Platform for All Deal Types — Handle Finance, Cash, BHPH, LHPH, Lease, Wholesale, and Rentals with ease
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Comprehensive Compliance Coverage — All state-specific DMV/BMV forms, taxes, and fees included
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Access to 2,000+ Legal Forms — Plus custom forms tailored to your business needs
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Cross-Device Compatibility — Access deals securely from Windows, macOS, Linux, iOS, and Android
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Integrated Messaging & Document Delivery — Communicate and send documents directly from the deal dashboard
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Electronic Signatures — Send, sign, and store forms electronically or print as needed
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CRM & Accounting Integration — Deals seamlessly connect to your CRM pipeline and ledger
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Built-In Identity Verification — Credit checks, fraud detection, and compliance-ready validations
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Send Receipts Instantly — Via TEXT or Email with automatic logging
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Central Deal Dashboard — Manage, track, and edit deals, forms, and statuses in real time
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E-Send Dashboard — Manage electronically sent forms, see statuses, and resend with a click
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Push Deals to Funding Platforms — Integrated with AppOne, Dealertrack, CUDL, and RouteOne
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Aftermarket Profit Tracking — Add F\&I products, capture markup, and track expenses
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Sales Commission Management — Assign reps, define tiers, and track commissions by deal
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Advanced Commissioning Logic — Support for commissions on profit, reserve, aftermarket, and more
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Multi-Lender & Worksheet Support — Easily switch branches, lenders, or worksheet types
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Lender-Specific Form Sets — Maintain unique fees, rules, and document packages for every lender
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Custom Deal Numbering — Configure AR/account numbers by your internal rules
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Primary & Secondary Lienholder Support — Full flexibility for complex deal structures
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Roll Back Deals Effortlessly — Use advanced rollback tools to derive lender callbacks and modify transactions
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Track All Fees with Precision — Including lender fees, DMV costs, taxes, and dealer reserve
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Integrated Deal Lifecycle — Supports loans, leases, and BHPH deals from start to finish
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BHPH Collections Automation — Trigger reminders, payment links, and past-due notices automatically
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Auto-Collections for Leases & Loans — Set it and forget it with recurring payment tools
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Built-In Payment Processing — Accept debit, credit, ACH, or PIN pad transactions directly from deals
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Secure Financing Tools — Streamlined financing app, real-time quoting, and lender integrations
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Digital Signature Workflow — Send forms to buyers, co-buyers, and even unqualified leads or prospects
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Branded Digital Contracts — Custom signature requests that reflect your dealerships brand
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Long-Term Document Access — Secure cloud storage for all digitally signed forms
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Advanced Contracting Options — Print, sign electronically, or send via email with full legal compliance
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Risk Management Ready — All documents support compliance, auditing, and legal enforcement
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